SkyOak Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
6,763
+35
| +0.5% | +$10.2K | 0.4% | 59 |
|
|
2025
Q1 | $2.1M | Buy |
6,728
+56
| +0.8% | +$17.5K | 0.46% | 55 |
|
|
2024
Q4 | $1.93M | Sell |
6,672
-8
| -0.1% | -$2.32K | 0.41% | 60 |
|
|
2024
Q3 | $2.03M | Sell |
6,680
-70
| -1% | -$21.3K | 0.45% | 59 |
|
|
2024
Q2 | $1.72M | Buy |
6,750
+177
| +3% | +$45.1K | 0.4% | 60 |
|
|
2024
Q1 | $1.85M | Sell |
6,573
-82
| -1% | -$23.1K | 0.44% | 56 |
|
|
2023
Q4 | $1.97M | Sell |
6,655
-129
| -2% | -$38.3K | 0.51% | 51 |
|
|
2023
Q3 | $1.79M | Sell |
6,784
-81
| -1% | -$21.3K | 0.52% | 50 |
|
|
2023
Q2 | $2.05M | Buy |
6,865
+73
| +1% | +$21.8K | 0.58% | 46 |
|
|
2023
Q1 | $1.9M | Buy |
6,792
+15
| +0.2% | +$4.19K | 0.58% | 46 |
|
|
2022
Q4 | $1.79M | Buy |
6,777
+100
| +1% | +$26.4K | 0.6% | 46 |
|
|
2022
Q3 | $1.54M | Buy |
6,677
+2
| +0% | +$462 | 0.55% | 51 |
|
|
2022
Q2 | $1.65M | Sell |
6,675
-49
| -0.7% | -$12.1K | 0.56% | 50 |
|
|
2022
Q1 | $1.66M | Sell |
6,724
-10
| -0.1% | -$2.47K | 0.46% | 59 |
|
|
2021
Q4 | $1.81M | Hold |
6,734
| – | – | 0.46% | 59 |
|
|
2021
Q3 | $1.62M | Buy |
6,734
+1
| +0% | +$241 | 0.44% | 64 |
|
|
2021
Q2 | $1.56M | Hold |
6,733
| – | – | 0.42% | 63 |
|
|
2021
Q1 | $1.57M | Sell |
6,733
-100
| -1% | -$23.2K | 0.44% | 61 |
|
|
2020
Q4 | $1.47M | Buy |
6,833
+196
| +3% | +$42.1K | 0.46% | 65 |
|
|
2020
Q3 | $1.46M | Sell |
6,637
-83
| -1% | -$18.2K | 0.52% | 62 |
|
|
2020
Q2 | $1.24M | Buy |
6,720
+90
| +1% | +$16.6K | 0.46% | 56 |
|
|
2020
Q1 | $1.1M | Buy |
6,630
+205
| +3% | +$33.9K | 0.56% | 45 |
|
|
2019
Q4 | $1.27M | Buy |
+6,425
| New | +$1.27M | 0.39% | 62 |
|